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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,453 | $111,535+23.2% | $105,223+30.6% | $137,256+0.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.50% | 237.85%-222.4pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,012 | $3,939-23.5% | $3,689-18.3% | $4,156-27.5% |
| Participant deferral / active EE | $7,561 | $5,500+37.5% | $5,072+49.1% | $6,407+18.0% |
| Admin fee / account holder | $273 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |